Filed December 17, 2024
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52266 | Advisory (Plan) | $17,328 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $6,744 |
RJ20, INC.2 years Service code 49 3800 PARAMOUNT PARKWAY · MORRISVILLE, NC 27560 | Other Services | $3,006 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,705 | $86,332-29.7% | $125,175-51.5% | $65,185-6.9% |
| Participation rate | 79.7% | 75.3%+4.4pp | 79.8%-0.1pp | 70.2%+9.5pp |
| Annual return | 21.41% | 27.43%-6.0pp | 43.79%-22.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,057 | $2,040+0.9% | $3,865-46.8% | $2,177-5.5% |
| Participant deferral / active EE | $3,333 | $3,537-5.8% | $4,937-32.5% | $3,514-5.2% |
| Admin fee / account holder | $199 | $609-67.3% | $9,702-97.9% | $847-76.5% |